Steve is the Founder and Principal of Financial Works USA, LLC. He is a licensed Financial Fiduciary, Investment Advisor Representative with Beacon Capital Distributors Inc., and former Corporate Accountant. He has 40-plus years of experience in the Financial Services Industry.
Steve strives to help people accumulate wealth to achieve their retirement goals. Steve enjoys working with retirees and devotes much of his time to Retirement Seminars and educating the public. In addition, he educates Top Financial Advisors throughout Mississippi on topics such as “Tax Planning Strategies,” “The Powerful IRA Stretch Plan,” and “Taxation Reduction on Social Security and Retirement Income.”
Steve is married to Daleen, our Chief Financial Officer, and they have eight children and 24 grandchildren and 1 great grandchild. Steve grew up in Natchez MS and is a 6th generation Mississippian (family heritage from Jones County, MS). He moved to Jackson MS in 1973 to attend business college. Daleen and Steve currently live in Madison Mississippi.